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Japan: all eyes on the next prime minister

Japan: all eyes on the next prime minister

🕔15:03, 25.Sep 2020

Equities | September 2020  Following an eight-year term, Shinzo Abe announced he will stand down as Prime Minister of Japan due to a deterioration in his physical health. Japan’s Topix Index dropped around 2.5% in reaction to the news on

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Stock prices slip, although sentiment remains positive

Stock prices slip, although sentiment remains positive

🕔09:26, 18.Sep 2020

For the first time in nearly five months, U.S. equities experienced back-toback weekly losses, with the S&P 500 Index declining 2.5%.1 The weakness was due to overbought conditions (especially in technology) plus mounting skepticism over prospects for another fiscal stimulus

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CIO View – Investment Traffic Lights

CIO View – Investment Traffic Lights

🕔08:06, 15.Sep 2020

MARKET OVERVIEW  In August, investors were risk-on and helped the stock markets in particular to some new record highs. The economic recovery continues to progress but is losing some of its momentum. From a strategic point of view we see

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What are the benefits of a long-short approach?

What are the benefits of a long-short approach?

🕔07:45, 14.Sep 2020

As investors, equities represent a crucial driver of long-term capital appreciation. However, equity markets can go through periods of high volatility and not always deliver the expected positive returns. For investors seeking this equity exposure but looking for a …

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Wall Street overtroeft Main Street

Wall Street overtroeft Main Street

🕔14:29, 8.Sep 2020

Asset Allocatie Consensus Augustus 2020 gaat de boeken in als de maand waarin alle grote Amerikaanse beursindices records breken. Opnieuw was Tech de uitblinker dat als sector een jaarperformance van bijna 25% laat zien. Wall Street overvleugelt daarmee Main Street,

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Indices Push Higher

Indices Push Higher

🕔14:51, 1.Sep 2020

Market Flash US equities broke fresh records as new Coronavirus cases fell sharply and the overall sanitary situation improved. The contrast was strong with Europe where there was a surge in new cases even if the number of people on

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Closer to Home

Closer to Home

🕔09:24, 24.Aug 2020

The battle between public health officials and COVID-19 continues, and, as we had feared, cases in the United States increased significantly in recent months. However, global economic …

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Interest rates, Japanese equities and US elections in this Week’s Top Five

Interest rates, Japanese equities and US elections in this Week’s Top Five

🕔10:59, 22.Aug 2020

#34 The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can

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Money Monitor: July 2020

Money Monitor: July 2020

🕔09:24, 17.Aug 2020

The Covid-19 crisis prompted huge monetary stimulus measures from the world’s central banks, and governments are still implementing major plans to help reignite economic growth. Gold prices rose further in …

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“There Is No Planet B” and more in this Top 5!

“There Is No Planet B” and more in this Top 5!

🕔11:00, 15.Aug 2020

#33 After a very warm week, rain has finally come. This week we’ve got a few very different best read research articles for you. Fifth place is taken by “There Is No Planet B” by Columbia Threadneedle Investments: “Pandemic, No

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US small caps set for ‘several years of dominance’

US small caps set for ‘several years of dominance’

🕔09:53, 14.Aug 2020

How have US small caps performed over the last cycle and since the pandemic? The most recent cycle began in 2013 and, leading up to the COVID-19 pandemic, US small caps had underperformed significantly. The outperformance of the S&P500 versus

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Safe Hands for Troubled Times

Safe Hands for Troubled Times

🕔12:51, 11.Aug 2020

In a world where unprecedented events seem to be happening with regular occurrence, it is more important than ever to find stewards of capital with the talent, temperament and expertise to navigate through such uncertain times. This is no easy

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China, Gold and Supertrends – Our Top Five of week #32

China, Gold and Supertrends – Our Top Five of week #32

🕔11:04, 8.Aug 2020

#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views

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Review of markets over the second quarter of 2020

Review of markets over the second quarter of 2020

🕔15:11, 7.Aug 2020

Market Review  It’s been a very strong quarter for equities and credit as central banks and governments provided enormous amounts of stimulus and economies started to reopen. Despite the strong rebound in risk …

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Thema: Value sectorneutraal

Thema: Value sectorneutraal

🕔14:53, 5.Aug 2020

Kwartaalupdate Factorbeleggen Aandelen Dit kwartaal, waarin de aandelenbeurzen hard omhoog gingen, is de opgelopen schade van het eerste kwartaal grotendeels teniet gedaan. Hoewel de schade aan economieën door de Corona-crisis groot is, was er dit kwartaal weer positief …

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Mid-Caps: Center of the Equity Universe

Mid-Caps: Center of the Equity Universe

🕔08:08, 3.Aug 2020

Although each asset class has its own features and risks, we believe that mid-cap equities present a strong opportunity in the equity market and deserve consideration for suitable investor portfolios. Mid-caps have performed relatively well over the past decade in

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Finding Opportunity in Japan Equity

Finding Opportunity in Japan Equity

🕔15:10, 31.Jul 2020

Our contention is that most global asset allocators have been underweight Japan equities for a long time. When we ask investors why this is the case, their rationale usually encompasses a combination of three main assumptions: 1. Japan is a

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“Deferred Growth” Companies Pose Intriguing Opportunities

“Deferred Growth” Companies Pose Intriguing Opportunities

🕔07:49, 30.Jul 2020

Some strong firms may benefit from a delayed surge in demand. We believe investors should cast a wide net in the search for secular growth opportunities. Health care firms involved in diagnostics and bioprocessing have stayed largely out of the

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Getting the Most Out of Your U.S. Equity Allocation

Getting the Most Out of Your U.S. Equity Allocation

🕔09:35, 28.Jul 2020

A dynamic, diversified exposure could be the answer  The size of the U.S. equity market means that it typically represents a significant allocation in global equity portfolios. A key challenge for investors in U.S. equities is how to dynamically allocate

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Krimpende publieke aandelenmarkten: de rol van lage rentes en de aandelenrisicopremie

Krimpende publieke aandelenmarkten: de rol van lage rentes en de aandelenrisicopremie

🕔07:40, 28.Jul 2020

De omvang van publieke aandelenmarkten is in veel ontwikkelde economieën sinds de start van dit millennium gestagneerd of zelfs afgenomen. Zo is volgens gegevens van de Wereldbank (2020) het aantal beursgenoteerde bedrijven in de VS tussen 2000 en 2018 bijna

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Favoring Euro stocks in global restart

Favoring Euro stocks in global restart

🕔13:16, 22.Jul 2020

We consider European stocks the most attractive regional exposure to a multispeed global restart, especially versus emerging markets outside of north Asia. We could see a $1-1.5 trillion U.S. fiscal package that extends some, but not all, federal stimulus measures

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Factor Investing Has Changed

Factor Investing Has Changed

🕔15:23, 17.Jul 2020

How the Bond Market Impacts Equity Factor Investing Markets have reached a 140-year low in U.S. interest rates. The collapse of rates since the Global Financial Crisis (GFC) has altered the nature of factor investing. Factor returns have been affected

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Do public equities have a role to play in impact investing?

Do public equities have a role to play in impact investing?

🕔15:05, 17.Jul 2020

Impact Investing In terms of asset class, impact investing has traditionally been associated with private capital. Public equities make up just 17% of the USD 502 billion in assets managed in impact strategies1 , a negligible amount compared with the

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Asset allocation outlook

Asset allocation outlook

🕔14:51, 17.Jul 2020

In June, investors were confronted with the conflicting impact of an improved outlook and a sharp increase in the number of new coronavirus cases around the world. Optimism prevailed in the end; the …

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Q3 Outlook: Optimism versus reality

Q3 Outlook: Optimism versus reality

🕔09:58, 17.Jul 2020

We believe there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings. In the past three months, risk assets have pulled back from the brink of collapse, as policy makers hosed

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